The easiest way to create Opportunities for partner companies (or schools or service partners)

Tim

Last Update 3 years ago

Create an Opportunity and...


Set it to the "Private-Open" privacy setting

  • Add the partner organization's name to the Opportunity title,
  • Ask for "Company Affiliation" in the Extras section (Can't find this? You may need to upgrade to a Community or Professional Plan to access this feature).
  • To track engagement, you'll be able to use the Attendance Exports or the automatically-created Group for that Opportunity.

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